Difference between revisions of "Courses and Qualifications Report"

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The Courses and Qualifications report shows which people completed a particular course, or held a particular qualification, over a time frame.
 
The Courses and Qualifications report shows which people completed a particular course, or held a particular qualification, over a time frame.
  
[[File:CAQR_1.png|border]]
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__TOC__
  
You are then prompted to enter:
 
  
* Date range
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[[File:RAO_3.png|border]]
* The courses and qualifications you are interested in
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* The order of the display output
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==Control of reporting output==
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===Filters===
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The report can be filtered by:
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* Course, or a range of courses
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* Qualification, or a range of qualifications
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You can combine these two filters (i.e. you can report on one course and one qualification, or a range of courses and a range of qualifications, etc). You can select more than one course by holding "shift" and clicking, which selects adjacent options; you can also select more than one course by holding "ctrl" [on Windows] and clicking options, which will allow you to select more than one option when they are not adjacent.
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===Output formats===
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The output can be ordered by:
  
Note that you can select more than one course/qualification at once, by holding the "ctrl" key (on a PC) and selecting several courses/qualifications.
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* Name (of the person holding the courses/qualifications)
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* Name of course/qualification
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* Date of course/qualification
  
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The usual output options are available: Display/Print (which shows the output on screen) and Export (which creates an Excel spreadsheet).
  
[[File:RAO_3.png|border]]
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==Data Sources==
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This report takes data from information entered in the "Courses" and "Qualifications" sections at the bottom of organisation/people Details screens.
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The drop-down list which gives users the options to enter in these sections is [[Courses and Qualifications]].
  
  
 
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 13:02, 24 April 2014 (BST)
 
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 13:02, 24 April 2014 (BST)

Revision as of 12:59, 5 November 2014

Helpheader small.png

Location in standard build: Reports > Office Reports > Courses and Qualifications Report

The Courses and Qualifications report shows which people completed a particular course, or held a particular qualification, over a time frame.



File:RAO 3.png


Control of reporting output

Filters

The report can be filtered by:

  • Course, or a range of courses
  • Qualification, or a range of qualifications

You can combine these two filters (i.e. you can report on one course and one qualification, or a range of courses and a range of qualifications, etc). You can select more than one course by holding "shift" and clicking, which selects adjacent options; you can also select more than one course by holding "ctrl" [on Windows] and clicking options, which will allow you to select more than one option when they are not adjacent.


Output formats

The output can be ordered by:

  • Name (of the person holding the courses/qualifications)
  • Name of course/qualification
  • Date of course/qualification

The usual output options are available: Display/Print (which shows the output on screen) and Export (which creates an Excel spreadsheet).


Data Sources

This report takes data from information entered in the "Courses" and "Qualifications" sections at the bottom of organisation/people Details screens.

The drop-down list which gives users the options to enter in these sections is Courses and Qualifications.


Rob Kay - manual author (talk) 13:02, 24 April 2014 (BST)